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Life happens. Goals change.

YOUR FINANCIAL PLANS SHOULD BE FLEXIBLE ENOUGH TO CHANGE, TOO.


Growing family. New career. Kids’ education. Retirement. Travel.
Life requires a blueprint for making smart financial choices and preparations, unique to your plans and goals.
We’re here to help.

Build the right financial design. With the right services. For the right purposes.

YOUR DESIGNERS

We are Steve and Michelle Smalenberger, a husband-wife team with a passion for helping others develop
a path to financial success.

Learn more about us >

DESIGN PROCESS

Every successful design starts with a detailed blueprint. Our experienced designers collaborate with you to build a
roadmap for success.

How to get started >

OUR SERVICES

We advise on financial planning (building wealth) and wealth management (maintaining wealth) — fee-only, with no interest but yours.

More about services >

Recent Knowledge Center Articles

[Video] Mother’s Day Appreciation

Mother’s Day Appreciation STEPHEN & MICHELLE SMALENBERGER, EA® & CFP ® For Mother’s day we wanted to create a special …
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/ Your Financial Plan

Sell in May and Go Away?

Sell in May and Go Away? These past few months have been filled with headlines that have led to volatility …
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/ Investing, Stock Market

[Video] Spring Cleaning – How do you get and stay organized?

Spring Cleaning – How do you get and stay organized? MICHELLE SMALENBERGER, CFP ® It’s spring and we naturally think …
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What’s Your Financial Health?

Download the Free Financial Health Checklist to Find Out

Benefits of analyzing your financial health:

  • + Strategize so your retirement goals are met.
  • + Plan ahead so you know what to expect the following year.
  • + Learn about tax saving ideas you might not be aware of.
  • + Keep organized and complete loose ends.